Follow

Updating accounts

Update an account
If you'd like to update a contact or account just say what you like to update.

Format Example
Change {account_name}'s {field} to {new_value} Change Globex's phone number to 123-456-7000
Update {field} to {new_value} for {account_name} Update phone number to 123-456-7000 for Globex

 

 

Tips

  • While you do not need to include the account name, doing say will ensure you get more accurate results.
  • Use capital letters for any contact or account names to ensure matching
  • Tact supports only standard fields in Salesforce

 

Next Section: Get details about or update an opportunity

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk